Bayford Hale
Senior Wealth Planner
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Senior Wealth Planner
Location: London or Belfast (Hybrid)
An exciting opportunity has arisen to join a leading international private wealth business as a Senior Wealth Planner. Working with Ultra High Net Worth individuals, family offices, and internationally mobile clients, this role offers the chance to deliver sophisticated planning advice across multiple jurisdictions while collaborating with experienced private banking and advisory teams.
This is an ideal opportunity for a technically strong wealth planner who enjoys solving complex client challenges and combining strategic wealth planning with holistic financial planning.
The Role
As a Senior Wealth Planner, you will provide high-quality advice to a diverse international client base, supporting complex wealth structuring and financial planning needs across multiple jurisdictions.
Working closely with Relationship Managers and other specialist advisers, you will develop bespoke planning strategies that preserve, grow, and transfer wealth for some of the firm's most sophisticated clients.
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Key Responsibilities
- Deliver comprehensive wealth planning and financial planning advice to UHNW and international clients.
- Advise on cross-border wealth planning, international tax considerations, and multi-jurisdictional planning matters.
- Support clients through international relocations, residency changes, and succession planning.
- Develop tailored wealth structuring solutions aligned to clients' long-term objectives.
- Partner with Relationship Managers to deepen client relationships and identify planning opportunities.
- Produce high-quality technical reports and client recommendations.
- Maintain up-to-date knowledge of relevant legislation, taxation, and international planning developments.
- Build trusted relationships with clients, intermediaries, and professional advisers.
About You
We're looking for an experienced Wealth Planner with excellent technical knowledge and a passion for delivering sophisticated advice.
You will ideally have:
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- Significant experience within wealth planning, private banking, or private wealth management.
- Strong technical expertise across wealth planning and financial planning.
- Experience advising internationally mobile clients and managing complex cross-jurisdictional planning matters.
- Knowledge of residency, domicile, relocation, and succession planning.
- Experience working with Ultra High Net Worth individuals, Family Offices, and international private clients.
- Excellent communication and relationship management skills.
- A collaborative approach and the ability to work alongside Relationship Managers and other specialists.
What's on Offer
- Opportunity to join a highly regarded international private bank.
- Exposure to a sophisticated UHNW and Family Office client base.
- Hybrid working with flexibility to be based in either London or Belfast.
- Collaborative, collegiate culture with excellent long-term career prospects.
- Competitive salary and comprehensive benefits package.
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